Add suggested lenders to loan relations for review

Your loan items miss suggested lenders, forcing underwriting to research manually and delaying placements. Attach curated lender suggestions to loan items so reviews and outreach happen same day.

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Zap details:

Overview

When a loan item needs lender options, this flow pulls matching lenders from your dataset and attaches them directly to the loan record, removing manual lookup work. That gives origination coordinators curated options to review and act on the same day, accelerating placement.